See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,931 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $11,864 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,126 | $119,446+1.4% | $150,045-19.3% | $85,563+41.6% |
| Participation rate | 97.0% | 75.4%+21.5pp | 82.3%+14.6pp | 66.0%+31.0pp |
| Annual return | 20.73% | 23.72%-3.0pp | 62.55%-41.8pp | 31.51%-10.8pp |
| Employer contribution / active EE | $6,133 | $4,078+50.4% | $4,693+30.7% | $2,654+131.1% |
| Participant deferral / active EE | $14,264 | $7,985+78.6% | $7,997+78.4% | $4,375+226.0% |
| Admin fee / account holder | $174 | $548-68.2% | $13,435-98.7% | $834-79.1% |